THERE IS MORE THAN ONE ANGLE TO YOUR STORY
At Perspective 6 Group, we assess an individual’s financial life from a broad point of view looking at it from all perspectives impacting wealth. Other financial professionals may look only at an individual’s investments. We take a more holistic approach, as we believe that the best solution is clear when viewing all sides of the picture.
Perspective 6 is affiliated with Focus Financial, one of the largest independent firms in Minnesota and in the nation. We offer the benefit of not only our uniquely broad perspective, giving you a higher probability of sustained wealth, but our team of financial specialists allows us to serve you completely, no matter the complexity.Contact Us
THE 6 PERSPECTIVES OF WEALTH MANAGEMENT
We design solutions to increase the probability of enhancing and sustaining wealth by addressing all 6 perspectives of wealth management for each client. Cash Flow Plan, Investment Management, Tax Strategy, Liquidity & Debt Management, Risk Protection, Estate & Charitable Planning.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
The Business Cycle
How will you weather the ups and downs of the business cycle?
The Three Keys to a Great Password
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Understanding the economy's cycles can help put current business conditions in better perspective.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much you have the potential to earn during your working years.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Why are 401(k) plans, annuities, and IRAs so popular?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Understanding the cycle of investing may help you avoid easy pitfalls.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
There’s an alarming difference between perception and reality for current and future retirees.